Anic Equity¶
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Total return since start: 0.688 %¶
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Equity now: -----------------------------> 51567.89 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48368.83 Kr¶
PnL: ---------------------------------------> -718.74 Kr¶
DD now: ---------------------------------> -0.725 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 16:15:29.741709'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | -1.130000 | 773.200000 | 100.200000 | 14.890000 | 673.000000 |
| Fasadgruppen Group | 38 | 2.590000 | 4218.000000 | 77.000000 | 1.860000 | 4140.999992 |
| Nordea Bank Abp | 29 | -0.150000 | 3529.880000 | 75.880000 | 2.200000 | 3453.999992 |
| SAAB B | 8 | -0.120000 | 3423.200000 | 46.200000 | 1.370000 | 3377.000000 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Swedbank A | 3 | 2.030000 | 603.000000 | 39.000000 | 6.910000 | 564.000000 |
| AcadeMedia | 12 | -0.400000 | 592.080000 | 35.080000 | 6.300000 | 557.000004 |
| Resurs Holding | 22 | -0.070000 | 608.520000 | 34.520000 | 6.010000 | 573.999998 |
| HEBA B | 70 | -1.930000 | 2670.500000 | 34.500000 | 1.310000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.890000 | 379.700000 | 24.700000 | 6.960000 | 355.000000 |
| Intrum | 4 | 0.000000 | 539.400000 | 12.400000 | 2.350000 | 527.000000 |
| Norva24 Group | 16 | -0.230000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| OEM International B | 7 | -1.910000 | 538.300000 | 10.300000 | 1.950000 | 527.999997 |
| Eastnine | 4 | -0.630000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | -0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Securitas B | 6 | -1.390000 | 571.080000 | 1.080000 | 0.190000 | 570.000000 |
| Creaspac SPAC | 6 | -0.410000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.230000 | 532.400000 | 0.400000 | 0.080000 | 532.000000 |
| Handelsbanken A | 5 | 0.460000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.490000 | 245.520000 | -0.480000 | -0.200000 | 246.000000 |
| Midsona B | 63 | -3.700000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Corem Property Group B | 59 | -2.590000 | 566.400000 | -10.600000 | -1.840000 | 576.999999 |
| Boozt | 12 | -0.580000 | 1635.600000 | -18.400000 | -1.110000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.090000 | 3829.000000 | -21.000000 | -0.550000 | 3850.000000 |
| Essity B | 2 | -0.690000 | 546.200000 | -27.800000 | -4.840000 | 574.000000 |
| CTEK | 13 | -1.690000 | 497.900000 | -36.100000 | -6.760000 | 533.999999 |
| International Petroleum Corp. | 5 | -2.630000 | 555.500000 | -39.070000 | -6.570000 | 594.565215 |
| Vivesto | 1368 | -1.200000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| Essity A | 4 | -1.080000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Beijer Electronics Group | 27 | -2.310000 | 2970.000000 | -114.000000 | -3.700000 | 3083.999994 |
| OX2 | 22 | -0.430000 | 1774.300000 | -214.700000 | -10.790000 | 1989.000002 |
| Axfood | 15 | 0.110000 | 4050.000000 | -250.000000 | -5.810000 | 4300.000005 |
| Ovzon | 64 | -3.700000 | 3328.000000 | -668.000000 | -16.720000 | 3996.000000 |
| TOTAL | 48359.780000 | -727.790000 | -0.74222% | 49087.564636 |
Updated:¶
'2023-01-31 16:15:09.876215'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
